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Wealth Associate: in Client Wealth Management

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
Listing for: The Washington Trust Company
Full Time position
Listed on 2025-12-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Job Description & How to Apply Below
Position: Wealth Associate: Growth in Client Wealth Management
A financial services firm in Wellesley, MA, is seeking a motivated Wealth Associate to provide support for wealth administration and investment management. This role requires 3-5 years of experience in wealth management, strong customer service skills, and proficiency in Microsoft Office. The successful candidate will handle account processes, maintain records, and collaborate with Wealth Advisors while enjoying a comprehensive benefits package including health benefits and a 401(k).

Limited hybrid work options available.
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Position Requirements
10+ Years work experience
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